Clearview Wealth Advisors LLC Portfolio Holdings

Clearview Wealth Advisors LLC

  • $129 Million
  • Q3 2024

Clearview Wealth Advisors LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $11.9M, Schwab Us Aggregate Bond ETF with a value of $11.2M, Capital Group Divid Value ETF with a value of $9.84M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.64M, and Capital Group Growth ETF Shs C with a value of $6.81M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $114M to 129M.

Below you can find more details about Clearview Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
ETFs: $106 Million
Technology: $5.2 Million
Consumer Defensive: $3.56 Million
Financial Services: $3.2 Million
Healthcare: $2.78 Million
Industrials: $2.7 Million
Energy: $2.17 Million
Consumer Cyclical: $1.76 Million
Other: $1.54 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.9 Million 9.27% of portfolio
515,570
Q3 2024 Added 15.75%
$0
$11.2 Million 8.69% of portfolio
235,266
Q3 2024 Added 13.6%
$0
$9.84 Million 7.65% of portfolio
269,922
Q3 2024 Added 14.23%
$0
$9.64 Million 7.5% of portfolio
142,866
Q3 2024 Reduced 1.23%
$0
$6.81 Million 5.3% of portfolio
195,799
Q3 2024 Added 14.47%
$0
$4.68 Million 3.64% of portfolio
69,007
Q3 2024 Added 11.94%
$0
$4.06 Million 3.16% of portfolio
150,637
Q3 2024 Added 14.32%
$0
$3.66 Million 2.84% of portfolio
77,579
Q3 2024 Added 9.81%
$0
$3 Million 2.33% of portfolio
41,846
Q3 2024 Added 11.6%
$0
$2.98 Million 2.32% of portfolio
72,581
Q3 2024 Added 12.99%
$0
$2.81 Million 2.18% of portfolio
29,332
Q3 2024 Added 52.11%
$0
$2.68 Million 2.09% of portfolio
14,969
Q3 2024 Added 7.01%
$0
$2.62 Million 2.04% of portfolio
25,135
Q3 2024 Added 9.05%
$0
$2.16 Million 1.68% of portfolio
43,726
Q3 2024 Added 9.56%
$3.25T
$2.01 Million 1.57% of portfolio
4,681
Q3 2024 Reduced 3.48%
$0
$1.99 Million 1.54% of portfolio
18,457
Q3 2024 Added 54.58%
$0
$1.81 Million 1.41% of portfolio
21,387
Q3 2024 Reduced 23.16%
$0
$1.72 Million 1.34% of portfolio
17,947
Q3 2024 Added 11.33%
$280B
$1.58 Million 1.23% of portfolio
10,764
Q3 2024 Reduced 3.11%
$0
$1.57 Million 1.22% of portfolio
42,142
Q3 2024 Added 12.01%
$0
$1.51 Million 1.18% of portfolio
11,990
Q3 2024 Added 1.01%
$0
$1.37 Million 1.07% of portfolio
6,966
Q3 2024 Added 9.37%
$0
$1.33 Million 1.03% of portfolio
57,393
Q3 2024 Added 3.05%
$4.09T
$1.3 Million 1.01% of portfolio
5,601
Q3 2024 Reduced 5.82%
$0
$1.26 Million 0.98% of portfolio
25,626
Q3 2024 Added 14.57%
$0
$1.02 Million 0.79% of portfolio
6,742
Q3 2024 Added 5.44%
$0
$999,000 0.78% of portfolio
9,833
Q3 2024 Reduced 3.89%
$422B
$973,000 0.76% of portfolio
1,098
Q3 2024 Added 0.09%
$0
$934,000 0.73% of portfolio
16,239
Q3 2024 Reduced 12.96%
$0
$891,000 0.69% of portfolio
9,086
Q3 2024 Added 9.75%
$336B
$854,000 0.66% of portfolio
7,033
Q3 2024 Reduced 2.13%
$697B
$819,000 0.64% of portfolio
3,888
Q3 2024 Reduced 4.64%
$0
$817,000 0.64% of portfolio
1,417
Q3 2024 Added 0.14%
$0
$803,000 0.62% of portfolio
15,608
Q3 2024 Added 11.61%
$310B
$793,000 0.62% of portfolio
4,018
Q3 2024 Reduced 2.57%
$250B
$794,000 0.62% of portfolio
9,837
Q3 2024 Reduced 2.31%
$0
$727,000 0.57% of portfolio
13,557
Q3 2024 Added 97.85%
$128B
$654,000 0.51% of portfolio
1,120
Q3 2024 Reduced 2.86%
$30B
$633,000 0.49% of portfolio
4,212
Q3 2024 Reduced 2.7%
$0
$634,000 0.49% of portfolio
10,381
Q3 2024 Added 14.76%
$0
$619,000 0.48% of portfolio
16,075
Q3 2024 Added 10.8%
$378B
$589,000 0.46% of portfolio
3,636
Q3 2024 Reduced 2.13%
$0
$568,000 0.44% of portfolio
19,477
Q3 2024 Added 13.33%
$2.29T
$551,000 0.43% of portfolio
2,961
Q3 2024 Reduced 2.63%
$172B
$550,000 0.43% of portfolio
3,237
Q3 2024 Reduced 2.94%
$354B
$538,000 0.42% of portfolio
13,572
Q3 2024 Reduced 32.7%
$215B
$542,000 0.42% of portfolio
1,780
Q3 2024 Reduced 2.68%
$54.2B
$508,000 0.4% of portfolio
2,046
Q3 2024 Reduced 3.31%
$84.5B
$502,000 0.39% of portfolio
2,421
Q3 2024 Reduced 2.69%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $129 Million
  • Prior Value $114 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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